COM140020 | Work lists: work lists: overview and management: view and update access to work lists

Most work lists have view and update versions. For example:

• the update version of ‘Determination Required No Return’ work list has a function code DRNR

• the view version of that work list has a function code DRNV

Depending on your user role, you have either view or update access to appropriate work lists.

View access

View access allows you to:

• see the list of cases

• filter and sort the list

• set a B/F date

• record a B/F note

• print the list of cases

• see more details about a particular case on the work list

For more information about:

• filtering, sorting and setting B/F dates or notes see COM141050 onwards

• printing a Work List see COM140030

View access does not allow you to work the cases on the list. It is intended for clerical support staff to help to prepare cases to be worked.

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Update access

Update access provides all the features of view access and also lets you move to the function you need to deal with cases on the work list by:

• having a normal next action function that you access with the [OK] button

• showing a list of alternative functions that you may want to use

• giving you the option to access any of the functions available in your user role

You can also:

• delete cases manually from most work lists

• view a statistical break down of the cases on the list

• show all the work lists on which a specific company has an entry

When you have completed working a case, COTAX returns you to the list of entries so you can select and work another case.